Operating Structure

Concord can assist clients in establishing an operating process that meets industry best practices. Effective decision making protocol is integral to successful investment programs. Our team spends a good deal of time with the our clients evaluating and reviewing objectives, as it is crucial to establish the appropriate planning and policy in order to meet long-term goals. By combining the financial position of your organization with a customized asset allocation approach, the investment program takes the form of a coordinated strategic investment plan – tied to organizational objectives. This integrated approach allows Investment Committees and Boards to understand the full financial picture as they make financial decisions.